sbtpg Marketing Pro

Marketing Pro from Santa Barbara Tax Products Group is the all-in-one digital marketing platform designed specifically for tax professionals. The Marketing Pro app for iPhone and iPad helps you manage and promote your business like a pro with digital marketing, scheduling, and client management tools all integrated into one platform.

• Establish a web presence to attract clients including a secure client portal
• Attract and retain more clients with email and SMS text message marketing
• Offer online scheduling and get more bookings from your website, Facebook page, or Google
• Automated SMS and email reminders save you time and reduce no-shows
• Manage your clients with our easy-to-use client management tool